Latest Financial Perspectives, Inc Stock Portfolio

Financial Perspectives, Inc Performance:

2025 Q4: 1.21%YTD: 16.45%2024: 18.89%

Performance for 2025 Q4 is 1.21%, and YTD is 16.45%, and 2024 is 18.89%.

About Financial Perspectives, Inc and 13F Hedge Fund Stock Holdings

On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Perspectives, Inc reported an equity portfolio of $371.2 Millions as of 31 Dec, 2025.

The top stock holdings of Financial Perspectives, Inc are VAW, MDT, VIGI. The fund has invested 5.7% of it's portfolio in VANGUARD WORLD FD and 5.6% of portfolio in MEDTRONIC PLC.

The fund managers got completely rid off SURMODICS INC (SRDX), PIMCO DYNAMIC INCOME STRATEG and ALLETE INC (ALE) stocks. They significantly reduced their stock positions in ALTRIA GROUP INC (MO), GENERAL MTRS CO (GM) and ALCON AG. Financial Perspectives, Inc opened new stock positions in ISHARES TR (DMXF), ISHARES TR (AAXJ) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF, NETFLIX INC (NFLX) and SERVICENOW INC (NOW).

Financial Perspectives, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Financial Perspectives, Inc made a return of 1.21% in the last quarter. In trailing 12 months, it's portfolio return was 16.45%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	101,367
ishares tr	74,894
simplify exchange traded fun	59,098
putnam etf trust	45,888
unilever plc	36,820
solstice advanced matls inc	34,540
first tr exchng traded fd vi	26,861
first tr exchange traded fd	26,051

New stocks bought by Financial Perspectives, Inc

Additions

Ticker	% Inc.
ishares bitcoin trust etf	1,078
netflix inc	857
servicenow inc	400
cloudflare inc	160
figma inc	147
legg mason etf invt	106
select sector spdr tr	100
select sector spdr tr	100

Additions to existing portfolio by Financial Perspectives, Inc

Reductions

Ticker	% Reduced
altria group inc	-97.05
general mtrs co	-88.51
ford mtr co	-58.07
caterpillar inc	-43.55
strategy inc	-40.68
ark etf tr	-29.12
nextera energy inc	-28.02
general mls inc	-26.61

Financial Perspectives, Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Financial Perspectives, Inc

Sector Distribution

Financial Perspectives, Inc has about 55% of it's holdings in Others sector.

Sector	%
Others	55
Technology	16.4
Healthcare	12.7
Communication Services	3.8
Consumer Cyclical	3.6
Utilities	3
Financial Services	2.2
Industrials	1.7

Market Cap. Distribution

Financial Perspectives, Inc has about 42% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	55
MEGA-CAP	24.8
LARGE-CAP	17.2
SMALL-CAP	2.6

Stocks belong to which Index?

About 43.3% of the stocks held by Financial Perspectives, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	56.7
S&P 500	40.4
RUSSELL 2000	2.9

Top 5 Winners (%)		%
LITE	lumentum hldgs inc	126.5 %
	sandisk corp	111.6 %
EXAS	exact sciences corp	85.6 %
MU	micron technology inc	70.6 %
TEVA	teva pharmaceutical inds ltd	54.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.9 M
AAPL	apple inc	1.1 M
TSM	taiwan semiconductor mfg ltd	0.8 M
VIGI	vanguard whitehall fds	0.7 M
AVGO	broadcom inc	0.5 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-75.0 %
HOWL	werewolf therapeutics inc	-67.8 %
LRN	stride inc	-56.4 %
LCID	lucid group inc	-55.6 %

Top 5 Losers ($)		$
NOW	servicenow inc	-1.3 M
MSFT	microsoft corp	-1.1 M
SE	sea ltd	-0.7 M
MELI	mercadolibre inc	-0.4 M
ORCL	oracle corp	-0.4 M

Financial Perspectives, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Financial Perspectives, Inc

Financial Perspectives, Inc has 712 stocks in it's portfolio. About 41.6% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Financial Perspectives, Inc last quarter.

Last Reported on: 28 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.68	63,890	17,369,200	reduced	-0.12

AAXJ	ishares tr	0.64	60,522	2,387,590	added	1.69

AAXJ	ishares tr	0.21	11,007	786,033	added	11.51

AAXJ	ishares tr	0.18	5,861	667,713	added	36.08

AAXJ	ishares tr	0.18	8,036	664,854	added	25.9

AAXJ	ishares tr	0.05	3,493	184,701	added	1.33

AAXJ	ishares tr	0.04	1,086	139,883	added	0.28

AAXJ	ishares tr	0.03	1,563	124,768	added	0.26

AAXJ	ishares tr	0.02	1,447	89,906	added	0.07

AAXJ	ishares tr	0.02	4,907	80,625	added	0.64

AAXJ	ishares tr	0.02	1,315	74,894	new

AAXJ	ishares tr	0.02	946	58,047	unchanged	0.00

AAXJ	ishares tr	0.01	365	35,150	unchanged	0.00

AAXJ	ishares tr	0.00	145	20,136	added	0.69

AAXJ	ishares tr	0.00	226	15,139	new

ABBV	abbvie inc	0.81	13,214	3,019,370	reduced	-0.12

ABNB	airbnb inc	0.04	1,070	145,220	unchanged	0.00

ABT	abbott labs	0.29	8,568	1,073,480	unchanged	0.00

ACES	alps etf tr	0.01	521	27,403	unchanged	0.00

ACN	accenture plc ireland	0.01	210	56,343	reduced	-5.41